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Manage Tags

Tags let you categorize clients with custom labels — making it easy to filter your client list, identify specific groups, and streamline workflows for targeted outreach or care management.

Common Uses for Tags​

  • Clinical groupings (e.g., "Chronic Care," "Post-Op," "High Risk")
  • Administrative categories (e.g., "Waitlist," "Insurance Pending")
  • Program enrollment (e.g., "Wellness Program," "Group Therapy")

How to Add a Tag to a Client​

  1. Open the client's record.
  2. Navigate to the Overview or Personal Information tab.
  3. Click Add Tag.
  4. Type the tag name or select from existing tags.
  5. Click Save.

How to Filter Clients by Tag​

  1. Go to the Patients section.
  2. Use the Filter or Search options.
  3. Select the tag you want to filter by.
  4. Your client list will update to show only clients with that tag.

Managing Your Tag Library​

To create, rename, or delete tags across your practice, go to Settings > Tags.